Our Portfolio Allocations
An aggressive growth investment strategy reflects your desire for potentially substantial investment growth as well as your tolerance for large market fluctuations and increased risk of loss. You’re probably planning to invest over a long period of time.
- 10% | DFIHX - DFA Dimensional 1YR Fxd Inc
- 6% | DFLVX - DFA US L/C Value Portfolio
- 6% | DUSLX - DFA US Large Cap Growth
- 13% | DFSVX - DFA US Small Cap Value
- 6% | DSCGX - DFA US Small Cap Growth
- 6% | DFSCX - DFA US Micro Cap
- 13% | DFREX - DFA Real Estate
- 9% | DISVX - DFA Intl Small Cap Value PT
- 8% | DISMX - DFA Intl Small Cap Growth
- 11% | DFEVX - DFA Emerging Markets Value
- 12% | DEMSX - DFA Emerging Markets Small Cap
Ready to Get Started?
As an SEC-registered Investment Advisor, we are prepared and eager to guide you down a smarter path to financial security. Let’s start the conversation: